Chad E. Hassinger, CFP® Partner and Regional Director

Chicago, IL (North Wacker)

Merrillville, IN

630.331.1800

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Jeremy D. Schares, CFP®, CRPC® Partner, Regional Director, Wealth Advisor

Merrillville, IN

Oak Brook, IL

Chicago, IL (North Wacker)

630.331.1500

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Maddie Brown, CFP® Wealth Advisor

Merrillville, IN

Oak Brook, IL

219.842.2591

Jodi Calvert, CPA Tax Advisor

Merrillville, IN

219-278-7452

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Victoria Chatman Associate Financial Planner

Merrillville, IN

219.842.2466

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Nicole Clarke, AIF® Billing Manager

Birmingham, AL

Merrillville, IN

219.842.2406

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Brandon Helmick Senior Client Service Associate

Merrillville, IN

219.219.8104

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Justin Herlien Client Service Associate

Merrillville, IN

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Doug Hoover, CFP®, ChFC, CDFA™ Partner, Wealth Advisor

Merrillville, IN

Oak Brook, IL

630.331.1700

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Stacey Hoover Tax Assistant

Merrillville, IN

219-291-4569

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Christina Kolb Senior Client Service Associate

Merrillville, IN

219.832.8961

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Loren Levitan Marketing Manager

Birmingham, AL

Merrillville, IN

219.842.2588

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Pam Martin, CFP®, CKA® Partner, Wealth Advisor

Merrillville, IN

Oak Brook, IL

219-842-2441

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Kashish Meghani Quantitative Strategist

Chicago, IL (North Wacker)

Merrillville, IN

219.832.8986

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Christian Resendiz Associate Financial Planner

Merrillville, IN

219.832.8954

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Jennifer Ryan, CFP® Wealth Advisor

Merrillville, IN

Oak Brook, IL

219.832.8966

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Deborah Sarkey, CPA Tax Advisor

Merrillville, IN

219-278-7540

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Sherry Walters, CPA Tax Advisor

Merrillville, IN

219-278-7531

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Alyssa Wheeling, MBA Senior Operations Manager

Birmingham, AL

Merrillville, IN

219.832.8841

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Karen Williams, CPA Tax Advisor

Merrillville, IN

219-278-7526

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